Fiduciary Services — Acting in Your Best Interests, Every Time
Through Cadence Bank and its affiliates, including Linscomb & Williams and Cadence Trust, we offer fiduciary services that include financial planning, retirement services, and trust and investment management delivered by seasoned advisors.* We uphold the highest professional standards, assessing your unique needs , time horizons and risk tolerance in developing plans that work to secure your financial future and the future of those you care about.
A fiduciary advisor is a person to whom property or power is entrusted for the benefit of another. These advisors counsel clients regarding investments and related financial matters with your best interests in mind.
Learn more about the role a fiduciary advisor plays:
Investments and Insurance Products:
|Not Insured by FDIC||Not Bank Guaranteed||May Lose Value|
|Not Insured by any Federal Government Agency||Not A Bank Deposit|